9.2%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| VTI | Vanguard Total Stock Market ETF | 2001-06-01 | 2023-05-24 | ETF | |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | 2010-09-10 | 2023-05-24 | ETF | |
| VGLT | Vanguard Long-Term Treasury ETF | 2010-01-05 | 2023-05-24 | ETF | |
| VGSH | Vanguard Short-Term Treasury ETF | 2009-11-24 | 2023-05-24 | ETF | |
| GLDM | SPDR Gold MiniShares Trust | 2018-06-27 | 2023-05-24 | ETF | |
Benchmark |
|||||
| 5f456687fedae83924931071 | Simple 60/40 | 2008-03-31 | 2023-05-24 | Portfolio |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| VTI | -1.65 | 0.34 | -0.33 | 1.31 | 3.30 | 10.70 | 7.74 | 9.09 | 6.46 | 2001-06-01 |
| VIOV | -1.13 | 1.65 | -2.48 | -10.35 | -3.57 | 16.54 | 3.23 | 7.77 | 10.39 | 2010-09-10 |
| VGLT | -0.13 | -1.57 | -2.14 | -0.28 | -7.36 | -9.93 | -0.16 | 1.18 | 3.45 | 2010-01-05 |
| VGSH | -0.13 | -0.48 | -0.13 | 1.18 | 0.16 | -0.88 | 0.97 | 0.68 | 0.78 | 2009-11-24 |
| GLDM | -0.69 | -1.54 | -1.19 | 7.37 | 5.59 | 3.94 | 9.26 | 2018-06-27 | ||
| Benchmark | -1.13 | -0.53 | -0.85 | 1.20 | 1.39 | 4.75 | 3.96 | 4.62 | 4.37 | 2008-03-31 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| VTI | 0.85 | 0.83 | 0.85 | 19.53 | 17.51 | 19.65 | 16.04 | 17.66 | 2001-06-01 |
| VIOV | 1.30 | 1.19 | 1.22 | 21.18 | 23.08 | 24.87 | 20.26 | 20.65 | 2010-09-10 |
| VGLT | 0.25 | 0.75 | 0.75 | 13.19 | 11.54 | 11.99 | 10.91 | 11.44 | 2010-01-05 |
| VGSH | 0.06 | 0.16 | 0.23 | 2.60 | 1.70 | 1.52 | 1.26 | 1.21 | 2009-11-24 |
| GLDM | 0.78 | 0.81 | 1.02 | 15.27 | 15.21 | 14.75 | 2018-06-27 | ||
| Benchmark | 0.40 | 0.40 | 0.41 | 10.69 | 9.40 | 10.32 | 8.76 | 11.48 | 2008-03-31 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| VTI | 0.36 | 0.98 | 0.75 | 0.83 | 0.62 | 2001-06-01 |
| VIOV | -0.25 | 1.52 | 0.44 | 0.76 | 0.99 | 2010-09-10 |
| VGLT | -0.70 | -0.97 | -0.02 | 0.10 | 0.31 | 2010-01-05 |
| VGSH | -0.09 | 0.08 | 0.06 | 0.07 | 2009-11-24 | |
| GLDM | 0.52 | 0.37 | 0.83 | 2018-06-27 | ||
| Benchmark | 0.12 | 0.41 | 0.35 | 0.40 | 0.39 | 2008-03-31 |
| VTI | VIOV | VGLT | VGSH | GLDM | |
| VTI | 1 | 0.83 | -0.25 | -0.14 | 0.09 |
| VIOV | 0.83 | 1 | -0.29 | -0.18 | 0.03 |
| VGLT | -0.25 | -0.29 | 1 | 0.59 | 0.31 |
| VGSH | -0.14 | -0.18 | 0.59 | 1 | 0.37 |
| GLDM | 0.09 | 0.03 | 0.31 | 0.37 | 1 |